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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,129 | $135,645-85.2% | $110,243-81.7% | $135,380-85.1% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | -18.19% | 513.24%-531.4pp | 314.76%-332.9pp | 519.81%-538.0pp |
| Employer contribution / active EE | $3,671 | $4,907-25.2% | $3,827-4.1% | $4,779-23.2% |
| Participant deferral / active EE | $10,318 | $5,507+87.4% | $4,672+120.8% | $5,609+84.0% |
| Admin fee / account holder | $312 | $11,458-97.3% | $8,548-96.4% | $10,828-97.1% |